See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,407 | $72,404-24.9% | $110,238-50.6% | $64,186-15.2% |
| Participation rate | 42.5% | 73.3%-30.8pp | 79.8%-37.3pp | 69.6%-27.0pp |
| Annual return | -5.23% | -6.29%+1.1pp | 314.74%-320.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,963 | $3,469-43.4% | $4,672-58.0% | $3,470-43.4% |
| Admin fee / account holder | $8,022 | $5,664+41.6% | $8,547-6.1% | $4,888+64.1% |